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Advanced Energy Industries shares owned by Envestnet Portfolio Solutions

Quarter-by-quarter ownership of Advanced Energy Industries (AEIS) shares owned by Envestnet Portfolio Solutions from 13F filings

Historical chart of Envestnet Portfolio Solutions investment in Advanced Energy Industries

Tip: Access up to 7 years of quarterly data

All positions including Advanced Energy Industries held by Envestnet Portfolio Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Advanced Energy Industries by Envestnet Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $719k 6.8k 105.24
2024-06-30 $686k 6.3k 108.76
2024-03-31 $552k 5.4k 101.98
2023-12-31 $581k 5.3k 108.92

More positions owned by Envestnet Portfolio Solutions

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Trust For Professional Man Activepassive Us (APUE)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Trust For Professional Man Activepassive Eq (APIE)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Trust For Professional Man Activepassive Cr (APCB)

View all positions for Envestnet Portfolio Solutions

Top funds holding Advanced Energy Industries

BlackRock
Vanguard Group
FMR
Ameriprise Financial
State Street Corporation
Earnest Partners
Dimensional Fund Advisors
Geode Capital Management
Neuberger Berman Group
Channing Capital Management
Loomis, Sayles and
Manufacturers Life Insurance Company
Bamco
Principal Financial Group
Aristotle Capital Boston

View all funds holding Advanced Energy Industries